KCM
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Key Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Key Capital Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4K Sell
337
-18
-5% -$961 0.01% 255
2026
Q1 		$17.2K Buy
355
+354
+35,400% +$17.5K 0.01% 251
2025
Q4 		$47 Buy
+1
New +$47 ﹤0.01% 526

Other funds holding SPSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Key Capital Management's SPSM Position: Q2 2026 in Review

Key Capital Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.1% in Q2 2026, selling an estimated $961 and leaving 337 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #255.

Key Capital Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Key Capital Management held 337 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $19.4K as of Q2 2026.
  • Key Capital Management sold 18 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $961.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #255 holding.
  • Key Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.